A proactive Executive Assistant with 5+ years supporting CEOs in M&A, strategy, and client services. Currently manages a global calendar, inbox triage, and complex travel at a US-based M&A firm, while also leading meeting prep and project coordination. Previously held a hybrid EA/Chief of Staff role supporting a founder. Known for creating systems that reduce executive load, she thrives in fast-paced, high-trust environments and is now seeking a full-time role with greater ownership and impact.

Summary of Experience
Executive operations and project support specialist with 6+ years of experience across M&A, coaching, client services, and internal operations. Proven in managing complex executive calendars, coordinating global travel, triaging inboxes, and executing high-touch meeting prep and follow-through. Known for proactively reducing executive workload through systems, documentation, and stakeholder coordination. Thrives in fast-paced, trust-based environments where responsiveness, discretion, and operational clarity are essential.

Recent Experience
Company: Corum Group (Mergers & Acquisitions, USA)
Role: Executive Assistant to the CEO
Duration: 2022 – Present

Responsibilities:
Manages the CEO’s global calendar, including rapid rescheduling around travel and shifting priorities.
Oversees extensive international travel logistics and real-time itinerary adjustments.
Prepares agendas, takes meeting notes, and ensures timely follow-ups with clients and internal teams.
Triages inboxes and drafts responses, reducing executive communication bottlenecks.
Serves as a gatekeeper and first filter for CEO requests, balancing access and prioritization.
Designed a live, color-coded travel-adjusted calendar and a stakeholder buffer system to minimize disruptions.
Built an inbox triage and daily summary system to reduce overload and improve executive focus.
Reason for Leaving: Actively exploring new full-time roles with broader ownership and long-term growth potential.
Notable Achievement: Created and implemented systems for calendar integrity and inbox flow that significantly reduced CEO interruptions and stress during international travel.

Previous Experience
Company: Meghann Perry Group
Role: Administrative Assistant / Project Coordinator
Duration: 2020 – 2022

Responsibilities:
Supported the founder with calendar, travel, and communications.
Took on hybrid EA/Chief of Staff tasks across client projects and internal priorities.
Helped manage timelines, prepare deliverables, and facilitate client interactions.
Organized internal ops, team offsites, and documentation systems for project tracking.
Developed a “Friday Review Doc” to summarize next week’s meetings, decisions, and prep material.
Reason for Leaving: Founder paused business operations.
Notable Achievement: Played a strategic, client-facing EA role with full ownership of internal project workflows.

Company: Carding Metal System (Family Business)
Role: Finance Manager
Duration: 1 year

Responsibilities: Oversaw budgeting, financial planning, and cash flow for the family-owned business.

Company: IdeaCo
Role: Account Specialist
Duration: 1 year

Responsibilities: Supported marketing projects, account communication, and client service delivery.

Company: MindNation
Role: Client Partner
Duration: Less than 1 year

Responsibilities: Managed wellness service delivery to corporate clients and coordinated cross-functional campaigns.

Key Skills and Tools
Executive Calendar & Inbox Management
International Travel Coordination
Meeting Prep & Stakeholder Communication
SOP Development & Systems Creation
Project Coordination & Task Tracking
Gatekeeping & Prioritization

Tools: Salesforce (basic), Monday.com, Airtable, Asana, Calendly, Concur, Notion

Key Metrics and Analysis
CEO calendar accuracy and meeting attendance
Reduced time spent on real-time rescheduling and triage
Response time on key emails and decision-making cycles
Completion rate of meeting prep docs and stakeholder follow-ups

Motivational Fit
Looking For: A stable, full-time EA or operations support role where she can take full ownership of calendar, comms, and strategic admin support. Prefers environments where adaptability, proactive systems thinking, and long-term trust are valued.

Current Rate: $1,700/month
Expected Rate: To be advised
Availability: 2 weeks

Assessment of Suitability for the Role
This candidate is a proactive, systems-oriented Executive Assistant who brings structure and calm to dynamic founder-led environments. With a proven track record of building scheduling, communication, and prep systems that reduce executive stress, she’s ideal for high-trust roles that require responsiveness, confidentiality, and initiative. Strong fit for scaling companies, remote-first teams, or founders needing a strategic gatekeeper and execution partner.